Manually mark your invoice as paid to account for all of your paid invoices. With Wethos’ payment options, once your invoice has been paid by your client through any of the payment options you’ve provided them, you will need to mark that invoice as paid manually in order to keep an updated record of your invoices and payments.

There are two ways to record a payment on the Invoices page and ensure you keep track of your cash flow! The status of the invoice can be updated as long as the invoice has not already been marked as “Payment Cleared”. Once the payment has been recorded you will not be able to undo this action.

Find the invoice that your client has paid and select the ellipses next to the invoice total amount. Once the menu opens, select “Record a Payment”

You can also do this by clicking on the status of your invoice which will provide you with the “Record a Payment” option on the drop-down menu.

Fill in the date the invoice was paid, the payment method, and any notes you'd like to include. Once you've entered all the information, select record payment and you are all set.

Remember, this action cannot be undone, so make sure to double-check all of the information before recording the payment.

After confirming that you'd like to record the payment, you'll see that invoice listed as Payment Cleared on the Invoices page. You can always come back to the invoice later and check on when it was paid and through what methods by opening the ellipses menu and clicking on view payment.

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